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Vanguard US Multifactor ETF

25 hedge funds and large institutions have $14.1M invested in Vanguard US Multifactor ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

14% more funds holding

Funds holding: 2225 (+3)

6% more capital invested

Capital invested by funds: $13.3M → $14.1M (+$786K)

0.74% more ownership

Funds ownership: 23.11%23.85% (+0.74%)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$2.34M -$344K -4,828 -13%
First Manhattan
2
First Manhattan
New York
$2.18M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.07M -$50K -702 -2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.9M +$64.4K +903 +4%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.4M -$349K -4,899 -20%
CFA
6
Carroll Financial Associates
North Carolina
$1.35M +$41.5K +582 +3%
Citadel Advisors
7
Citadel Advisors
Florida
$945K +$285K +3,998 +43%
PWA
8
Physician Wealth Advisors
Utah
$582K +$6.2K +87 +1%
CT
9
Coastline Trust
Rhode Island
$387K +$387K +5,430 New
CAN
10
Cetera Advisor Networks
California
$274K
UBS Group
11
UBS Group
Switzerland
$192K -$50.3K -706 -21%
CSPIA
12
Cary Street Partners Investment Advisory
Virginia
$178K +$178K +2,500 New
Bank of America
13
Bank of America
North Carolina
$66K
Osaic Holdings
14
Osaic Holdings
Arizona
$58K +$25.3K +355 +78%
AA
15
Advisory Alpha
Michigan
$49K +$47K +660 New
PCFFS
16
Pacific Center for Financial Services
California
$30K
CAL
17
Capital Advisors Ltd
Ohio
$29K
IA
18
IFP Advisors
Florida
$21K -$7.77K -109 -28%
ME
19
McIlrath & Eck
Washington
$19K
SPIA
20
Steward Partners Investment Advisory
New York
$15K -$17.5K -245 -53%
GEA
21
Glen Eagle Advisors
New Jersey
$7.12K
FHA
22
Flagship Harbor Advisors
Massachusetts
$7K
APA
23
American Portfolios Advisors
New York
$5.2K -$428 -6 -8%
GTAM
24
Global Trust Asset Management
Florida
$3K
BAM
25
Belpointe Asset Management
Nevada
-$101K -1,493 Closed

VFMF Hedge Fund Activity: Q3 2020 in Review

25 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Multifactor ETF (VFMF) for Q3 2020, worth a combined $14.1M — up 5.9% from $13.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new VFMF positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Coastline Trust, opening a new position worth an estimated $387K. The largest seller was Susquehanna International Group, cutting an estimated $349K.

  • 25 institutional investors held Vanguard US Multifactor ETF (VFMF) as of Q3 2020, up from 22 in Q2 2020.
  • Funds reported $14.1M of Vanguard US Multifactor ETF stock for Q3 2020, up 5.9% quarter-over-quarter.
  • 4 funds opened new Vanguard US Multifactor ETF positions in Q3 2020 and 1 closed out, a net change of +3 holders.
  • The largest Vanguard US Multifactor ETF buyer in Q3 2020 was Coastline Trust, an estimated $387K added.
  • The largest Vanguard US Multifactor ETF seller in Q3 2020 was Susquehanna International Group, an estimated $349K sold.

Based on aggregated 13F filings for Q3 2020.